Dashboards & Reporting

jrtbv
投稿者

Annual recurring revenue and Amount

解決

Hello,

Is there a chance to "force" Hubspot to show only "Annual recurring revenue" value instead of both it and an "Amount"? 

I want the dashboard, pipeline deal cards, and exported view to display only ARR.

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danmoyle
解決策
最優秀メンバー | Elite Partner
最優秀メンバー | Elite Partner

Annual recurring revenue and Amount

解決

Hi @jrtbv. I poked around a bit to see if I could help. What I found is that HubSpot doesn't have a built-in option to force the display of only the ARR value instead of both ARR and amount.

 

With HubSpot, you can find ways to customize a lot, and there's increased flexibility through its API and integrations. If you have development resources or technical expertise yourself, you might be able to utilize the HubSpot API to extract the ARR value and display it in your desired format or interface (which would require custom coding and integration work).

 

If that's something that resonates, I'd recommend reaching out to HubSpot support or consulting with a developer familiar with the HubSpot API and customization capabilities. They can provide you with the most accurate and up-to-date information on how to achieve your desired display of ARR in your HubSpot account.

 

A few resources I found:

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/

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2件の返信
SCole7
メンバー

Annual recurring revenue and Amount

解決

This would be really helpful. I'd like to show the Amount (£ services), Annual Revenue (Licences & Hosting) in 2 separate columns. This doesn't seem possible at the moment as the Amount column includes the first years recurring revenue.

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danmoyle
解決策
最優秀メンバー | Elite Partner
最優秀メンバー | Elite Partner

Annual recurring revenue and Amount

解決

Hi @jrtbv. I poked around a bit to see if I could help. What I found is that HubSpot doesn't have a built-in option to force the display of only the ARR value instead of both ARR and amount.

 

With HubSpot, you can find ways to customize a lot, and there's increased flexibility through its API and integrations. If you have development resources or technical expertise yourself, you might be able to utilize the HubSpot API to extract the ARR value and display it in your desired format or interface (which would require custom coding and integration work).

 

If that's something that resonates, I'd recommend reaching out to HubSpot support or consulting with a developer familiar with the HubSpot API and customization capabilities. They can provide you with the most accurate and up-to-date information on how to achieve your desired display of ARR in your HubSpot account.

 

A few resources I found:

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/